Financial Advisor - Training Provided

True Path Financial and Insurance Services; Kalispell (MT); Hybrid; USD 50,000 - 150,000; Full time

Benefits offered by this job

401(k)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Flexible Schedule

Professional Development Assistance

Referral Program

Retirement Plan

Job summary

True Path Financial and Insurance Services is seeking a Financial Advisor to help clients navigate financial decisions. Both entry-level and experienced professionals will find opportunities for growth through comprehensive training and mentorship. The position offers a competitive commission-based compensation structure with a flexible hybrid work model in Kalispell, Montana.

Join a collaborative team focused on success, and enjoy benefits such as health and dental insurance, a 401(k) plan, and professional development support. Build your own career while making a meaningful impact on others' financial futures.

Qualifications

• Strong interpersonal skills for building relationships with clients.
• Ability to develop personalized financial strategies tailored to client goals.
• Willingness to participate in ongoing training and mentorship.

Responsibilities

• Build and maintain long-term client relationships.
• Help clients identify financial goals and develop personalized strategies.
• Educate clients on a variety of financial and insurance solutions.

Skills

Client relationship building

Financial goal identification

Financial education

Networking

Job description

Financial Advisor (Entry-Level or Experienced)

Build a Career with Purpose. Create Your Own Success.

At True Path Financial, we believe financial professionals should have the freedom to build a career that aligns with their goals while making a meaningful impact on the lives of others.

As a Financial Advisor, you'll work directly with individuals, families, and business owners to help them navigate important financial decisions and pursue long‑term financial confidence. Whether you're just beginning your career or looking to take your practice to the next level, you'll have access to industry‑leading training, mentorship, and resources designed to help you succeed.

This is more than a job—it's an opportunity to build your own career with the support of an established organization committed to your growth.

What You’ll Do

• Build and maintain long‑term client relationships
• Help clients identify financial goals and develop personalized strategies
• Educate clients on a variety of financial and insurance solutions
• Expand your network through referrals, community involvement, and professional relationshipsParticipate in ongoing training, mentorship, and professional development opportunities
• Develop a practice that reflects your strengths, interests, and career goals

Why Join True Path Financial

• Comprehensive training and mentorship program
• Clear path for career advancement and professional growth
• Access to innovative planning tools and technology
• Flexible schedule with hybrid work opportunities
• Business‑minded environment supported by an established firm
• Collaborative team culture focused on personal and professional success
• Competitive compensation with upside earning potential

Compensation

$50,000 – $150,000+ per year

• Commission‑based compensation
• Performance incentives and bonus opportunities
• Income potential based on production and business growth

Benefits

• 401(k)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Flexible Schedule
• Professional Development Assistance
• Referral Program
• Retirement Plan

Job Details

• Job Type: Full‑Time, Contract
• Work Location: Hybrid (Kalispell, MT)
• Relocation: Preferred but not required
• Schedule: Flexible
• This position is not fully remote and may require in‑person client meetings, training, and office collaboration.